Latest Institutional Transactions on Cvs Health Corp (CVS)
This table provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.65KNew |
$191K - $216K
|
2.65K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
235+ 7.56% |
$16.9K - $19.1K
|
3.34K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 9.09% |
$72 - $81.4
|
12
$677
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
595New |
$42.8K - $48.4K
|
595
$33.6K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
745New |
$53.6K - $60.7K
|
745
$42K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
500+ 0.89% |
$36K - $40.7K
|
56.9K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-9.44K- 29.96% |
$679K - $768K
|
22.1K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-256- 4.97% |
$18.4K - $20.8K
|
4.9K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-186- 1.16% |
$13.4K - $15.1K
|
15.8K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.91KNew |
$282K - $319K
|
3.91K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
35.9K+ 23.34% |
$2.59M - $2.93M
|
190K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Avidity Partners Management LP
Dallas, TX |
SELL
|
- |
-195K- 26.35% |
$14M - $15.9M
|
545K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-664- 20.03% |
$47.8K - $54.1K
|
2.65K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-245- 6.83% |
$17.6K - $19.9K
|
3.34K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
26.5KNew |
$1.91M - $2.16M
|
26.5K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-150- 0.63% |
$10.8K - $12.2K
|
23.7K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.41% |
$1.73K - $1.95K
|
5.83K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16+ 0.59% |
$1.15K - $1.3K
|
2.75K
$155K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.3K+ 18.15% |
$166K - $187K
|
15K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
91+ 3.05% |
$6.55K - $7.41K
|
3.08K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.61K+ 647.18% |
$116K - $131K
|
1.85K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.28K+ 14.15% |
$236K - $267K
|
26.4K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.78KNew |
$128K - $145K
|
1.78K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-205- 6.35% |
$14.8K - $16.7K
|
3.02K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-327- 7.76% |
$23.5K - $26.6K
|
3.89K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.21K- 18.52% |
$87.3K - $98.7K
|
5.33K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
523+ 19.62% |
$37.7K - $42.6K
|
3.19K
$180K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-47- 0.96% |
$3.38K - $3.83K
|
4.84K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-33K- 90.0% |
$2.37M - $2.69M
|
3.67K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.63K+ 20.17% |
$118K - $133K
|
9.73K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management Us Inc.
New York, NY |
SELL
|
- |
-31.4K- 18.41% |
$2.26M - $2.56M
|
139K
$7.85M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-160- 5.58% |
$11.5K - $13K
|
2.71K
$153K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 73.17% |
$10.8K - $12.2K
|
355
$20K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-275- 5.53% |
$19.8K - $22.4K
|
4.7K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200+ 10.44% |
$14.4K - $16.3K
|
2.12K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.96KNew |
$357K - $404K
|
4.96K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-522- 9.98% |
$37.6K - $42.5K
|
4.71K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
SELL
|
- |
-67.4K- 5.62% |
$4.85M - $5.49M
|
1.13M
$63.8M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12.9K- 42.78% |
$925K - $1.05M
|
17.2K
$969K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.16K- 3.23% |
$83.2K - $94.1K
|
34.7K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.98K+ 7.24% |
$286K - $324K
|
58.9K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
220+ 8.0% |
$15.8K - $17.9K
|
2.97K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.38KNew |
$459K - $519K
|
6.38K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.74K- 7.84% |
$269K - $304K
|
43.9K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.17K- 13.4% |
$84.5K - $95.6K
|
7.59K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-476- 15.67% |
$34.3K - $38.8K
|
2.56K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.99KNew |
$647K - $732K
|
8.99K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
6.98KNew |
$502K - $568K
|
6.98K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
837+ 0.54% |
$60.3K - $68.1K
|
157K
$8.85M
|